PMS
Portfolio Management Services (PMS) offer professional investment management tailored to individual financial goals. PMS is designed for high-net-worth individuals (HNIs) who seek personalized strategies beyond mutual funds.
Key Features of PMS:
- Customized Investment Strategies – Portfolios are built based on risk tolerance, financial objectives, and market conditions.
- Active & Passive Management – Some PMS providers actively manage portfolios to outperform benchmarks, while others follow passive strategies.
- Diversification – Investments span across equities, bonds, commodities, and other asset classes.
- Professional Management – Experienced fund managers handle investments, ensuring optimal returns.
- Higher Minimum Investment – PMS typically requires a higher initial investment compared to mutual funds.
PMS providers in India must be registered with SEBI to ensure transparency and investor protection. If you're considering PMS, it's essential to evaluate different providers and their strategies.